Sound View Wealth Advisors Group, LLC Purchases in Q3 2025

Sound View Wealth Advisors Group, LLC

  • $1.43 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CATH
Global X Fds Global X S&P 500

ETFs
115K
New
$75.38 - $81.32 $8.64M - $9.32M
115K $9.29M
GOOGL
Alphabet Inc.

Communication Services
1.19K
+ 2.44%
$174.36 - $254.72 $207K - $303K
49.9K $12.1M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
141K
+ 10.66%
$24.14 - $24.34 $3.4M - $3.42M
1.46M $35.5M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
105K
+ 9.51%
$25.24 - $25.56 $2.64M - $2.67M
1.21M $30.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
94.6K
+ 50.81%
$21.69 - $23.34 $2.05M - $2.21M
281K $6.53M
SCHX
Schwab Strategic Tr Us Large C

ETFs
19.6K
+ 2.04%
$24.46 - $26.5 $479K - $519K
977K $25.7M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
93.4K
+ 9.89%
$23.13 - $23.54 $2.16M - $2.2M
1.04M $24.4M
IBDV
Ishares Tr

Technology
95.2K
+ 10.67%
$21.75 - $22.22 $2.07M - $2.12M
988K $21.9M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
91.9K
+ 5.37%
N/A
1.8M $42.8M
VTI
Vanguard Total Stock Market Et

ETFs
509
+ 0.66%
$303.93 - $329.86 $155K - $168K
77.9K $25.5M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
64.9K
+ 9.88%
$24.97 - $25.78 $1.62M - $1.67M
722K $18.5M
JPM
Jpmorgan Chase & CO

Financial Services
672
+ 1.06%
$282.78 - $316.06 $190K - $212K
64.1K $20.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
85
+ 0.22%
$567.77 - $614.76 $48.3K - $52.3K
38.7K $23.7M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
68.8K
+ 7.77%
$20.77 - $21.32 $1.43M - $1.47M
954K $20.2M
XLK
Technology Sector Spdr

ETFs
1.27K
+ 2.96%
$250.97 - $282.66 $318K - $358K
44.1K $12.4M
ORCL
Oracle Corp

Technology
210
+ 0.9%
$218.96 - $328.33 $46K - $68.9K
23.6K $6.65M
RTX
Raytheon Technologies Corp

Industrials
1.55K
+ 3.59%
$144.19 - $167.33 $223K - $259K
44.7K $7.48M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
50.5K
+ 20.92%
$22.84 - $22.95 $1.15M - $1.16M
292K $6.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
118
+ 0.53%
$420.11 - $472.68 $49.6K - $55.8K
22.5K $10.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
30
+ 0.15%
$617.65 - $666.84 $18.5K - $20K
19.8K $13.2M
GLD
Spdr Gold Trust

ETFs
306
+ 1.91%
$300.96 - $355.47 $92.1K - $109K
16.3K $5.8M
SLV
I Shares Silver Trust

ETFs
6.09K
+ 12.53%
$32.73 - $42.5 $199K - $259K
54.7K $2.32M
TJX
Tjx Companies Inc

Consumer Cyclical
1.78K
+ 8.24%
$121.35 - $144.54 $216K - $258K
23.4K $3.38M
XOM
Exxon Mobil Corp

Energy
2.84K
+ 4.47%
$105.83 - $117.22 $301K - $333K
66.5K $7.5M
UNH
Unitedhealth Group Inc

Healthcare
1.48K
+ 41.6%
$237.77 - $353.61 $352K - $523K
5.03K $1.74M
XLU
Utilities Sector Spdr

ETFs
2.5K
+ 3.47%
$81.14 - $87.32 $203K - $219K
74.7K $6.51M
WMT
Walmart Inc.

Consumer Defensive
726
+ 0.74%
$94.4 - $104.27 $68.5K - $75.7K
99.5K $10.2M
WELL
Welltower Inc.

Real Estate
1.31K
+ 9.2%
$150.71 - $178.14 $197K - $233K
15.5K $2.77M
FITB
Fifth Third Bancorp

Financial Services
4.57K
+ 4.34%
$40.91 - $46.28 $187K - $211K
110K $4.9M
XEL
Xcel Energy Inc

Utilities
2.23K
+ 7.27%
$67.56 - $80.65 $151K - $180K
32.9K $2.65M
IBKR
Interactive Brokers Group, Inc.

Financial Services
3K
+ 12.26%
$56.32 - $68.81 $169K - $207K
27.5K $1.89M
IEFA
Ishares Tr

ETFs
4.16K
+ 9.26%
$81.7 - $87.53 $340K - $364K
49K $4.28M
CVX
Chevron Corp

Energy
336
+ 0.9%
$145.57 - $161.83 $48.9K - $54.4K
37.6K $5.84M
AFL
Aflac Inc

Financial Services
786
+ 1.34%
$98.09 - $111.7 $77.1K - $87.8K
59.6K $6.65M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.77K
New
$236.25 - $257.69 $419K - $457K
1.77K $454K
PFE
Pfizer Inc

Healthcare
13K
+ 16.48%
$23.29 - $25.88 $304K - $338K
92.2K $2.35M
IWM
Ishares Russell 2000 ETF

ETFs
212
+ 1.48%
$214.92 - $244.84 $45.6K - $51.9K
14.5K $3.52M
IWB
Ishares Tr Russell 1000 ETF

ETFs
135
+ 0.93%
$339.37 - $366.46 $45.8K - $49.5K
14.6K $5.33M
AZN
Astrazeneca PLC

Healthcare
1.26K
+ 2.76%
$68.72 - $82.11 $86.4K - $103K
46.8K $3.59M
MRK
Merck & Co., Inc.

Healthcare
693
+ 1.1%
$77.6 - $87.37 $53.8K - $60.5K
63.8K $5.35M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.09K
New
$116.14 - $168.56 $243K - $352K
2.09K $352K
XLP
Consumer Staples Sector Spdr

ETFs
4.56K
+ 7.18%
N/A
68K $5.17M
WFC
Wells Fargo & Company

Financial Services
2.74K
+ 9.27%
$77.05 - $85.16 $211K - $233K
32.3K $2.71M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30
+ 0.16%
$459.11 - $506.91 $13.8K - $15.2K
19K $9.55M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.57K
New
$69.02 - $73.57 $315K - $336K
4.57K $336K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.43K
New
$68.24 - $73.73 $302K - $326K
4.43K $325K
WDAY
Workday, Inc.

Technology
1.32K
+ 20.21%
$213.69 - $247.69 $282K - $327K
7.86K $1.89M
MDT
Medtronic PLC

Healthcare
415
+ 1.23%
$87.67 - $95.74 $36.4K - $39.7K
34.1K $3.24M
GILD
Gilead Sciences, Inc.

Healthcare
2.43K
+ 8.95%
$108.22 - $120.47 $263K - $293K
29.6K $3.28M
Activity Summary
Buys All Purchases 163 New Holdings 13 Increased Positions 150 Sells All Sells 208 Reductions 208 Sold out 0 Options Calls 0 Puts 0
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